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March 30, 2026

STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON PROPOSED DOL ALTERNATIVE INVESTMENTS RULE

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is encouraged by the inclusion of lifetime income strategies in the proposed…

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March 26, 2026

IRI VISION: CLOSING THE CLIENT EXPECTATION GAP

Recently, I spoke at the BISA Conference about a reality we can no longer ignore: the client of tomorrow is…

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March 18, 2026

DFA1 – March 2026

In the latest episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, talks about the recent, successful IRI Hackathon…

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